ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 255 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $233,000 | -97.0% | 1,946 | -97.1% | 0.16% | -97.1% |
| Q1 2018 | $7,767,000 | +1.0% | 66,959 | +3.3% | 5.49% | +2.0% |
| Q4 2017 | $7,692,000 | +3.6% | 64,833 | -2.8% | 5.38% | -5.5% |
| Q3 2017 | $7,424,000 | +2.6% | 66,704 | -1.5% | 5.70% | -1.8% |
| Q2 2017 | $7,238,000 | +7.9% | 67,713 | +5.7% | 5.80% | +25.9% |
| Q1 2017 | $6,708,000 | +26.0% | 64,071 | +19.5% | 4.61% | +32.1% |
| Q4 2016 | $5,325,000 | – | 53,627 | – | 3.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |